Press Releases

8/12/2010: US Stock & Bond Mutual Funds See Net Inflows of $25 Billion in July 2010
Driven by ongoing demand for bond funds, US mutual fund investors added about $25 billion in net new cash to US stock and bond mutual funds in July 2010, according to Strategic Insight. Bond funds experienced net inflows of $30 billion in July, while equity funds saw modest net redemptions of $5 billion.

7/22/2010: $500 Billion In Net Flows To Mutual Funds Worldwide In First Half 2010
Despite a challenging second quarter, net flows to long-term mutual funds worldwide in the first half of 2010 reached $500 billion, twice as much as in 1H 2009, according to Strategic Insight, as institutional investors redeemed $625 billion from money market funds.

7/15/2010: Long-Term Funds Draw $176B in 1H 2010 Flows Despite Market Volatility
Led by robust demand for bond mutual funds as investors seek income amid a low-yield environment, US investors put $176 billion into stock and bond mutual funds (excluding ETFs) in the first half of 2010. Strategic Insight, a business intelligence provider to the fund industry, said that 1H inflows to bond mutual funds totaled $138 billion.

Press Release Archive

Media Statistics

3/18/2009: February 2009 Fund Flows
Declines in both stock prices and investor confidence in February led to net outflows from US mutual funds during the month. Bond funds were a bright spot, continuing to garner inflows.

3/18/2009: February 2009 ETF Stats
At the end of February, there were 811 ETFs managing a total of $455.4 billion. Market declines impacted asset levels, as did some net outflows from equity ETFs (after inflows late in 2008).

1/21/2009: December 2008 Fund Flows
Fund redemptions slowed down in December as the worst of the stock and fixed-income market declines seemed to be over. In aggregate, net outflows from long-term funds were $19 billion in December.

Media Statistics Archive

SI Perspectives

6/2/2008: International Diversification is a Permanent Shift in Investing
Asset flows into international and global equity mutual funds surged in recent years. This is not just due to investors chasing higher relative returns, rather we’re witnessing a permanent shift of U.S. investors to more globally diversified portfolios.

6/2/2008: So Far, ETFs Don’t Replace Actively Managed Mutual Funds
Exchange-Traded Funds (ETFs) have grown remarkably. But for now, the majority of ETF use is institutional. Among individual investors, more than three-quarters of ETF use represents substitution of ETFs for stock purchases or for Separately Managed Accounts.

6/2/2008: Investors Have Gotten Asset Allocation ‘Religion’
The mutual fund industry has evolved from selling one fund at a time to planning portfolios that allocate money among diversified asset classes. This is why asset-allocation funds, and particularly lifecycle funds, are growing so quickly.

SI Perspectives Archive

About Strategic Insight

Begun in 1986, Strategic Insight supports over 200 organizations, including mutual fund management, insurance, investment banking, and service companies, both U.S. and non-U.S.-based. This group includes mutual fund managers overseeing 90% of U.S. fund assets. Strategic Insight aids its clients in their strategic analysis, marketing, distribution, pricing, planninig, product development, and fee and expense processes, among other competencies.

Simfund MF and VA, SI's proprietary databases of mutual and fund and variable annuity information, are the most comprehensive in the industry and integrate data from a variety of highly reliable sources. The databases include, among other data points, historical assets and net flows for each fund in the industry, performance information from S&P, Morningstar statistics, as well as detailed current and historical fees and expenses.

Launched in May 2008, SI's Simfund Asia and Simfund Europe track more than 50,000 funds and their share classes with data on flows, assets, performance and ranking, fees, and investment statistics. SI's proprietary databases of US mutual and fund and variable annuity information -- Simfund MF and VA - offer business and competitive intelligence and include, among other data points, historical assets and net flows for each fund in the industry, performance information from Lipper and Morningstar, as well as detailed current and historical fees and expenses.

Learn more about the products and services provided by Strategic Insight.

Bios

Avi Nachmany, Executive Vice-President, is also the Research Director and co-founder of Strategic Insight. Today he oversees over 100 studies the firm publishes annually, spanning from innovations among U.S. funds and variable annuities to lessons and developments in the asset management business outside the U.S. In addition, Avi regularly consults with many of SI's clients. In his public role as an industry observer, Avi frequently comments to the media and has become a speaker in both U.S. and international forums. Avi received his MBA degree, with distinction, from NYU's Stern Business School.

Jag Alexeyev is Senior Managing Director of Strategic Insight Global. With the firm since 1993, Jag oversees the firm’s Europe and Asia databases, its research publications including Windows into the Global Asset Management industry, as well as customized research and consulting for international clients. Previously, he was a consultant at U.N. Conference on Trade and Development. Jag has degrees from Harvard University and the London School of Economics.

Daniel Enskat is Senior Managing Director of Strategic Insight Global. Since 2001, Daniel has led the development of SI’s European and Asian fund research and consulting effort, and is widely sought out for presentations, discussions, and his perspective on the industry. Daniel has overseen SI’s research on distribution developments around the world. Prior to working with SI, Daniel held positions as Chief Financial Correspondent for European Financial Journals, and consultant for the World Bank.

Sonia Mata, Associate Director, US Research, has been with SI since 1998. Sonia consults with clients and provides analysis, commentary and editorial support for SI publications. She has written and contributed to SI reports on a range of fund industry trends, including developments in various product segments, product innovation, “packaged” advice, defined contribution plan investments, and ETFs. Sonia holds a Master’s in International Affairs from Columbia University’s School of International and Public Affairs, where she concentrated in international finance and business, and a BA in Economics from St. Stephen’s College, Delhi.

Tamiko Toland is Editor of AnnuityInsight, SI’s research and competitive intelligence tool in the variable annuity market. Tamiko oversees and contributes to AI’s SEC research, weekly industry analysis, and often consults with AI clients. As an industry observer, she comments to the media, has been a speaker and serves on several committees for NAVA. Before SI, Tamiko served as editor of Annuity Market News (now Retirement Income Reporter) and worked at other publications. She’s a graduate of Cornell University.

Loren Fox is Senior Research Analyst at Strategic Insight, where he produces research on the U.S. mutual fund industry, especially in distribution areas, and frequently consults with SI clients. Prior to joining SI, Loren was a business journalist and author, having worked at Institutional Investor magazine, Business 2.0, and other publications. He has degrees from Johns Hopkins University and Columbia University.